Quan Gork, you identified what might have been a tactical mistake of years ago. Maybe if they addressed that then they would not have ever bought BB Photonics and Denselight. They must ve known, to a degree, that the GaAs curve would be a long one and that is why they purchased those two companies to have something to bring to the market much sooner. Perhaps, the commitment and resources were far too great to be an exclusive GaAs photonics company. This could get activated if someone shows interest in GaAs to help things move along. 

The compatibilty with the dominance of silicon is still ruling the I.T. landscape and resistance to change would be great. However from experience, POET now knows that if anyone is to go the GaAs route, then it would not be compelling for any prospective parties to go that way unless the whole thing is monolithic. I hope that POET will still find an answer to this, but obviously that is longer term. However, if it can come about then POET would be a leader in the GaAs space. Perhaps, part of the issue might be that POET wishes to establish a name for itself first (perhaps, that's what Suresh might have meant about that word, 'humbling'? 

In the meantime, the Interposer is disruptive to and much sooner to market. POET has had its best response so far from other parties that could be officially announced. That never really quite came about ever before. So we are leading-edge now, but less fringe now.

Monolithic